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Planning Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Planning Strategies’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
+19,265
New +$1.12M 0.7% 25

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Planning Strategies's VGSH Position: Q2 2026 in Review

Planning Strategies opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q2 2026: 19,265 shares worth $1.12M. The stake represents 0.7% of the portfolio and ranks #25 among its holdings.

1,056 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Planning Strategies held 19,265 shares of Vanguard Short-Term Treasury ETF worth $1.12M as of Q2 2026.
  • Vanguard Short-Term Treasury ETF was a new Planning Strategies position in Q2 2026.
  • Vanguard Short-Term Treasury ETF made up 0.7% of Planning Strategies's portfolio in Q2 2026, its #25 holding.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.